Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Papacek is a financial advisor registered with Cetera Investment Advisers LLC. Julie has been in the financial industry since April 12, 1986. Julie has been registered with Cetera since October 2012. Julie's experience includes previous positions with First Allied Securities, Inc., Vestax Securities Corporation, IFG Network Securities, Inc., FISERV SECURITIES, INC., FISERV CORRESPONDENT SERVICES, INC., HANIFEN, IMHOFF INC., MONTGOMERY SECURITIES and DAIN, BOSWORTH INCORPORATED.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
01/12/2023 - Present
Cetera Investment Advisers LLC (BROOMFIELD CO)
CA
04/13/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
OH
09/26/2002 - 12/31/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
GA
08/26/2002 - 12/31/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
PA
09/01/2001 - 10/18/2001
FISERV SECURITIES, INC. (PHILADELPHIA PA)
CO
09/30/1994 - 09/01/2001
FISERV CORRESPONDENT SERVICES, INC. (DENVER CO)
CO
02/02/1994 - 10/10/1994
HANIFEN, IMHOFF INC. (DENVER CO)
CA
05/19/1992 - 04/13/1994
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
CO
12/02/1985 - 02/03/1992
HANIFEN, IMHOFF INC. (DENVER CO)
NA
02/21/1985 - 12/20/1985
DAIN, BOSWORTH INCORPORATED
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/9/2004
Series 4 - Registered Options Principal Examination
BC
Issued 3/7/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/8/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 2/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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